Maggie PetrilloMaggie PetrilloWealth Advisor
LinkedInAbout Maggie
Maggie Petrillo is a Financial Advisor with J.P. Morgan Wealth Management. As a member of The Carroll Group, Maggie offers white-glove service and bespoke strategies to the teams' discerning group of high-net-worth individuals who seek personalized attention and tailored advice. She delivers innovative opportunities that align with their specific risk tolerance, goals and wealth management objectives.
In Maggie's holistic approach, she begins with a financial 'snapshot' to assess the entirety of each client's scenario. Calm, even-keeled, analytical and detail-oriented, she has a natural ability to break complex topics down into readily understandable terms.
Maggie has a particular background in guiding executives through appropriate planning to address the complexities of equity compensation, tax impacts and trust and estate considerations to help make the most of these sophisticated transactions. She is especially passionate about engaging with women, many of whom are coming into financial independence for the first time. She guides them in growing and preserving their assets, empowering them to live their best lives on their terms as investors, philanthropists and leaders.
Over a seven-year career that began at Morgan Stanley, Maggie has focused her time on the distinctive needs of high-net-worth individuals. She brings the totality of her background to J.P. Morgan, for the benefit of highly driven clients. Maggie attended Saint Joseph's University, where she earned a B.A. in History and put down roots in Philadelphia. She is currently pursuing an advanced designation to expand on her wealth planning skillset. Active in the community, she is a former board member of the Deaf-Hearing Communication Centre. A native of Wilkes Barre, PA, Maggie has strong family ties and enjoys spending time all together in Isle of Palms, SC—especially when her nephew and niece tag along. She has a beloved dog, Charlie, and likes to travel, run, golf and dabble in photography.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now